Latest Telco Insight – Page 33
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M&A
Vodafone’s European retrench continues: Italian retreat gets final regulatory nods
Authorities rubber-stamp Swisscom’s acquisition of Vodafone Italy, pushing Margherita Della Valle’s ‘right-sized’ vision closer. By mid-2025, with €36bn+ bagged over 12 months, what’s in store for the far from insignificant remnants of rump Europe, developing market, digital infra, jazzed-up central function, and other assets and stakes? Read more…
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Analyst Reports
Vodafonewatch Report #232 - December 2024
Key stories include: H1: ‘good progress’ despite pressure | UK merger wins CMA approval | Vi optimistic about turnaround | Vodafone ‘happy’ in German wholesale role | Vodacom appeals fibre JV verdict
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Analyst Reports
Deutsche Telekomwatch Report #140 - December 2024
Key stories include: Ad venture Utiq to tick US box | DT builds beyond ORAN Town | Hungary: new tech phase started | Poland: 10m FTTH homes hit | Sievert sticks to wireline Plan A
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Analyst Reports
Telefónicawatch Report #188 - December 2024
Key stories include: stc secures Telefónica stake buy | Utiq heads across the Atlantic | Investors ‘keen’ on new Spanish FibreCo | VM O2 keeps cool on Vodafone-Three approval | Peru fibre deal set to fall through
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Analyst Briefings
Vodafonewatch Weekly: Group closes out 2024 with more deals, partnerships
Latest from Vodafone and its associates, including business developments in the UK and IoT sector; European telcos’ frustration at regulatory standstill; and trouble with the Kenyan press…
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Analyst Briefings
Telefónicawatch Weekly: fresh infra deals unwrapped; new execs take the reins
Group secures agreements to upgrade mobile and IT in Germany, Peru, and Spain. In Brazil, Vivo finalises long-sought-after deal to ease financial and regulatory obligations associated with fixed-line telephony…
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Public Affairs
BT beats landmark class action case, cleared of unfair pricing
Competition Appeal Tribunal dismisses first-of-its-kind collective class action against BT, having found it to be charging ‘excessive’, but not ‘unfair’, prices.
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People
Telefónica Peoplewatch: Bluevía names fresh CEO to manage strategy transition
Recent strategic and senior leadership changes at Telefónica include Group CTIO Enrique Blanco and strategy lead Mark Evans preparing to step down from Executive Committee in early-2025; and Spain fibre JV Bluevía appointing new CEO…
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Strategy & Change
Orange’s Leboucher: Collaboration is key to drive platform play
CTO sets out horizontal ambition at OSS/BSS Summit co-hosted with Ericsson, encompassing autonomous networks, telco cloud-native, slicing, 5G SA, SD-WAN, SASE, IoT, and of course AI and APIs. Read more from this in-depth report…
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Network & Infra
Aging PSTN blots UK network resilience
As UK policymakers scrutinise infrastructure resilience, equipment failures in the old public switched telephone network (PSTN) have led a recent rise in outages.
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Analyst Briefings
The Deutsche Telekomwatch Briefing: Constellations and consternation
New-style satcomms ventures take a step forward on both sides of the Atlantic, with IRIS² contracts now signed and T-Mobile Starlink service opening for business.
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Analyst Reports
Telefónicawatch Report #187 - December 2024
Key stories include: Group confident despite turbulent Q3 | Infra M&A continues with Nabiax sell-off | O2 Germany keeps filling 1&1 void | VM O2 sheds further Cornerstone share | Execs dismissed over alleged Venezuela bribery
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Network & Infra
O2 Germany begins IT infra migration after inking ‘long-term’ Tele Columbus deal
Tele Columbus data centre operator PŸUR Business wins O2 custom as Telefonica OB seeks to establish a unified colocation area in Leipzig.
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Analyst Reports
BTwatch Report #360 - December 2024
Key stories include: H1: Kirkby convinced of strategic plan | Bharti in, Altice out | BT divests from startup DSTBTD | New EE architect Marc Allera exits | EE secures place in ESN future
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Analyst Briefings
Orangewatch Weekly: Group takes regulators to task in EU and Spain
Latest from Orange and its ecosystem, including: Christel Heydemann lays out lengths CEOs are prepared to go to bring about regulatory change in Europe; hackles rise in Spain amid proposed local regulatory changes; and Orange-linked infra projects elsewhere are moving ahead…
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Strategy & Change
Snowflake’s telco manifesto: Making the leap from TechCo to BizCo
Snowflake’s approach to telco focuses on enabling data-driven transformation, underpinning the collaboration, consistency and clarity that deliver measurable financial reward. From energy management to GenAI integration, the AI data cloud provider is partnering telcos to drive greater operational efficiency and unlock new enterprise opportunities in the digital era. Read more…
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Operations
Vivo strikes deal in Brazil’s fixed-line regulatory reform
Telefónica|Vivo has signed an agreement to move from a concession model for fixed telephony services to the new authorisation regime. Read more…
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People
Telefónica Vice-Chairman Javier Echenique dies at 74
Operator’s CEO Álvarez-Pallete laments loss of Echenique in same year as death of former Group Chairman César Alierta.
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Operations
Magyar Telekom boosts DT’s European IT stack meld
Operator highlights completion of CRM switch as part of ongoing regional platform consolidation effort at parent Deutsche Telekom.
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Financial & Performance
Synergy-seeking Vivo employs PwC as new auditor
Vivo becomes third ‘core’ Telefónica operating business to select PwC for auditing services, dropping contract with Baker Tilly. Unit claims the move will enable increased operational synergies, and better aligns Vivo with Group’s other core interests. Read more…